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Retirement Submission

Name

Email Address

Age

Where do you Live? (City, State)

What are your biggest financial goals (Within 5 years)

Do you have any money in savings right now?

Do you have any money invested?

Are you married? (For income limit reasons)

A
B

What is your Job Title?

What is your Annual Income?

Do you get a bonus at work? If so, how much (on average) per year?

Are you currently contributing to your 401k?

Does your employer match any 401k contributions?

How frequent are your paychecks?

What is the expected (average) amount of each paycheck? (After taxes, 401k, etc.)

Are you currently investing outside of your 401k?

How much money do you have (per month) left over that you could begin investing if you need to 'catch up' in retirement?

What do you want your annual income to be in retirement?

What's your ideal retirement age?